A planner and financial advisor coach wrote a digital book designed to explain the three strategies he says can "redefine" a practice and drive significant growth.
Dominique "Dom" Henderson,
Next month, Henderson also plans to host a virtual training he described as a "double-click" on the book's lessons.
"Being truly me means I am speaking to a specific group of people. The industry makes it so you come in and you talk to everybody. Anybody with a warm body is who you need to have as your client. I dispute that," Henderson said in an interview. "You just might be in the wrong place. I want people to have that kind of awakening. You don't have to stay where you can't embrace your superpower and be empowered."
Advisors frequently write books about topics including
He and Adam Scherer, founder of Boston-based
"We have both been recognizing an uptick in people changing careers and coming into the personal financial planning space," Scherer said in an interview. "He's very big on educating future planners just about what that could look like and different opportunities that are out there. … He's giving people some really valuable information, but also the opportunity to experience firsthand what that path could look like."
Now Henderson is "making a very intentional pivot toward existing financial professionals," after having made incoming advisors the focal point of his coaching efforts in 2019, when he launched Jumpstart, he said. Like many planners creating
"The industry needs to change the brand and the face of what financial advice looks like," Henderson said. "We should broaden the definition and move away from this one-trick pony, myopic view of just gathering assets."
To that end, he aims for the book to answer three main questions he says often confront practices after their launch: how to find a niche, what to charge and how to retain clients over time, Henderson said.
"If you cut me open, I would bleed these words: I believe that financial advice has the ability to change family trees. Everybody should get that type of opportunity," he said. "The more people you get in front of with your brand of financial advice, the more people you can help."